Vanta Questionnaire Automation provides tooling for completing various types of questionnaires. In this article, we’ll walk through how to complete a spreadsheet questionnaire.
Uploading a spreadsheet questionnaire
- Go to Questionnaires
- Click + Add questionnaire
- Fill in the company URL, questionnaire name, set the questionnaire type to file, and upload the spreadsheet file
- You can optionally fill any other fields
- Click Continue
- Match the proper question and answer columns
- Click Suggest answers
- The process to extract questions and suggest answers has now started
- Click on the questionnaire from the table to view the suggested answers
Uploading a document questionnaire
- Go to Questionnaires
- Click + Add questionnaire
- Fill in the questionnaire name
- Select Document for the questionnaire type and upload the document file
- You can optionally fill any other fields
- Click Continue
- The process to extract questions and suggest answers has now started
- Click on the questionnaire from the table to view the suggested answers
Reviewing answer sources and making changes
- Click on the questionnaire from the table to view the suggested answers.
- Click on an answer in the list to see where it came from or make changes.
- If answered by Vanta AI
- Click References to see which parts of your knowledge base created the answer.
- If the answer was matched from your answer library
- Click More Details to see when the answer was added and where it came from.
- Optionally click Select answer on any other suggestion to use as the current answer.
- Optionally, write a new answer by editing the Current answer field.
- All changes are saved automatically
Collaborating on questionnaires
Learn more about collaborating on questionnaires.
Marking the questionnaire as complete
Before marking the questionnaire as complete, all answers must be marked as approved. Only approved answers will be imported back into the answer library for future use.
- While viewing a questionnaire, click Update status in the top right corner and then select Complete.
- Optionally select to sync new and updated answers to the library for future use.
Sharing the completed questionnaire
- For spreadsheets
- Click Export in the top right corner.
- Click either Export original format or Export (.csv).
- For documents
- Click Export (.csv).
- Export in original format for documents is coming soon.
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